Matthew Kons is a financial advisor at BKM Wealth Management with 25 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. BKM Wealth Management is a team of six advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm offers wealth management services centered on formal financial planning, utilizing both active and passive investment strategies across various asset classes and employing independent managers and wrap-fee programs.

Brent Schneider is a financial advisor at Oarsman Capital, Inc. with 26 years of industry experience. He holds a Series 63 designation and has worked at Unger Capital Management, Inc. and Harbour Investments, Inc. since the early 1990s. Oarsman Capital offers investment management, model portfolios, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, sector diversification, tax-efficient strategies, and uses proprietary modeling and AI tools while managing accounts primarily on a discretionary basis.

William Gray is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Richmond Investment Services LLC and has previously worked at LPL Financial LLC for over a decade. Richmond Investment Services serves individual investors, trusts, estates, corporations, and retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolios through a combination of LPL-sponsored model and managed programs and manages most client relationships on a discretionary basis.

Amanda Grams is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 designation with one year of industry experience. She has been with Marietta Investment Partners since 2014 in various roles leading to her current position. Marietta Investment Partners is an employee-owned, SEC-registered adviser providing discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm uses proprietary research and an ESG scoring overlay in its investment process and offers customized global growth strategies as well as ESG-focused equity programs and an ETF-only option.

Patrice Gentile is a Series 66-licensed financial advisor at Landaas & Company with two years of industry experience. Prior to joining Landaas & Company, Patrice held positions in the hospitality sector, including roles at The Mothership, Balzac Wine Bar, Stone Creek Coffee, and Starbucks. Landaas & Company provides investment advisory and financial planning services to a broad range of clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance and objectives, offering discretionary and non-discretionary asset management using mutual funds, ETFs, individual stocks and bonds, and alternative investments.

Kylee Paradowski is a financial advisor with Diversified Management Inc in Milwaukee, WI, holding a Series 65 designation and five years of industry experience. She has worked at Diversified Management since 2020 and previously held roles at Client First Investment Management, LLC, Kohl's Department Store, and the University of Wisconsin - Whitewater. Diversified Management Inc provides investment advisory, financial planning, and income tax services primarily to high-net-worth individuals, trusts, and estates. The firm emphasizes asset allocation and diversification, offering both personalized portfolio management for larger accounts and model-based investment options for smaller clients.

Russell Peterson is a financial advisor with IAG Wealth Partners, LLC, holding a ChFC® designation as well as Series 63 and Series 66 licenses. He has 34 years of industry experience and has been with LPL Financial since 2013. In addition to his advisory role, he is involved in life, disability, and health insurance trail commissions. IAG Wealth Partners manages approximately $1.585 billion in client assets through a 14-advisor team, serving individual and high-net-worth clients. The firm offers financial planning, hourly consulting, and portfolio management with a long-term, buy-and-hold approach, utilizing both model-based and custom strategies along with third-party managers and LPL-sponsored advisory programs.

Steven Manders is a CFP® with 14 years of industry experience currently with BKM Wealth Management. Prior to joining BKM in 2023, he worked for Wells Fargo Advisors and Wells Fargo Clearing from 2012 to 2023. He holds an inactive Wisconsin law license and serves as a trustee or co-trustee for several family trusts. BKM Wealth Management is a team of five advisors managing approximately $652 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm offers wealth management services centered on formal financial planning, combining active and passive investment strategies and independent manager evaluation.

Jill Grueninger is a CFA® charterholder with eight years of industry experience. She has been with Arcataur Capital Management LLC since 2017. Arcataur Capital Management provides discretionary investment management and financial advice to individuals, trusts, pension plans, foundations, and other institutional and nonprofit clients. The firm serves both non‑high‑net‑worth and high‑net‑worth individuals, using a top‑down investment approach that combines economic, fundamental, and technical analysis to manage diversified equity, fixed income, and balanced portfolios.

Alexis Brown is a financial advisor with Ellenbecker Investment Group, holding a Series 66 designation and 17 years of industry experience. She previously worked at Landaas & Company for 14 years before joining her current firm in 2024. Ellenbecker Investment Group serves a diverse client base including individual households, retirement plans, trusts, and charitable organizations. The firm provides comprehensive financial planning and investment management, utilizing model portfolios and independent analysis tailored to client objectives, and operates a wholly owned tax and accounting subsidiary staffed by CPAs.

Thomas Booth is a financial advisor with Landaas & Company in Milwaukee, WI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable and Tricom Funding. Outside of finance, he has been involved with Door Dash. Landaas & Company provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build tailored portfolios across a range of investment vehicles and strategies.

Susan Jakoblich is a Series 65-licensed advisor at LaSalle Investment Advisors, Inc. in Pewaukee, WI, with 10 years of experience at the firm and 2 years in the industry overall. LaSalle Investment Advisors is an independent, state-registered advisory firm managing portfolios for individuals, trusts, and retirement plans with approximately $133.6 million in assets under management. The firm employs diversified asset-allocation models and various analytical methods to guide investment decisions, offering both discretionary and non-discretionary management alongside financial planning and related services.

Steven Backus is a financial advisor at Operose Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Johnson Wealth Inc. for 18 years and Johnson Bank for four years. He is concurrently employed as a Senior Vice President Wealth Advisor at Johnson Bank. Operose Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, retirement plans, foundations, and closely held businesses. The firm offers comprehensive financial planning and employs a multi-manager investment approach, including access to alternative investments through its Operose Capital Funds.

Brian White is a CFP® professional at Spectrum Investment Advisors, Inc., with 23 years of industry experience. He has been with Spectrum since 2007. Outside of his advisory role, he is a member of Spectrum Investment Center, LLC. Spectrum Investment Advisors serves institutional retirement-plan sponsors and individual clients, offering plan consulting, wealth management, investment consulting, and financial planning. The firm utilizes a color-coded cyclical system and AI tools under human oversight to construct portfolios primarily consisting of no-load mutual funds and ETFs.

Jaclyn Gruber is a financial advisor at Oarsman Capital, Inc. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Johnson Wealth Inc. and Johnson Bank. Oarsman Capital provides investment-management services, model portfolios, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, sector diversification, tax-efficient strategies, and long-term holding, using a combination of mutual funds, ETFs, Independent Managers, and proprietary AI-based tools.

Jason Voelker is a CFP® professional with 21 years of industry experience, currently serving at Affiliated Financial Advisors Inc. in Milwaukee, WI. He has been with Affiliated Financial Advisors since 2002 and also works at Capital Financial Services, Inc. since 2003. Affiliated Financial Advisors, Inc. provides investment supervisory services to a diverse client base, including individuals, high-net-worth investors, institutional, and trust accounts. The firm operates on a non-discretionary basis, delivering portfolio analysis and recommendations across multiple asset classes while maintaining a higher client-to-advisor ratio than typical team firms.

William Manders is a financial advisor at BKM Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2023. BKM Wealth Management is a team of six advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm offers wealth management services based on formal financial planning, combining active and passive strategies across various asset classes and employs both discretionary and non-discretionary management approaches.

Carson Biber is a financial advisor at Drake & Associates, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, The Vanguard Group, Inc., and Charles Schwab. Outside of his advisory role, he is also a licensed insurance agent in Wisconsin through Loft Financial Advisory Group, LLC. Drake & Associates serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a top-down, fundamentally based investment approach using model portfolios and third-party tools, and it incorporates active strategies and AI-assisted note-taking in client communications.

Kyle Tetting is a financial advisor with Landaas & Company in Milwaukee, WI, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Landaas & Company since 2006. Tetting is a licensed insurance agent in Wisconsin and services insurance and annuity contracts exclusively for clients of Landaas & Company as part of his regular duties. Landaas & Company provides investment advisory and financial planning services to a broad client base, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management, consulting, and financial planning.

Lori Brook is a Series 65-licensed financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, with one year of industry experience. She has been associated with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned, SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm utilizes proprietary research, an ESG scoring overlay, and AI-driven tools to manage customized global growth and equity strategies.